VFORX Mutual Fund
VFORX Mutual Fund
Vanguard Target Retirement 2040 Fund

VFORX Mutual Fund Overview
VFORX Mutual Fund (Vanguard Target Retirement 2040 Fund) is managed by Vanguard (US) with $114.28B in net assets. VFORX expense ratio is 0.08%, holding 7 positions across sectors including Unknown, Other. Inception date: 2006-06-07.
VFORX performance shows a YTD return of 3.84%. The 1-year return is 17.62% and the 5-year return is 8.43%. VFORX dividend yield stands at 2.65%, paid annually.
VFORX top holdings include Vanguard Total Stock Market Index Fund Institutional Plus Shares (45.5%), Vanguard Total International Stock Index Fund Investor Shares (30.4%), Vanguard Total Bond Market Ii Index Fund (16.3%), Vanguard Total International Bond II Index Fund (6.7%), Mktliq 2049-12-31 (0.6%). View all VFORX holdings, sector breakdown, or dividend history.
VFORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VFORX alternatives are available via the screener, along with tax-loss harvesting opportunities.